Shows
The Growth-Drive Hot SeatThe Growth Drive Hot Seat: Carl J. Cox on Scaling Value Through Strategic CapacitySummaryIn this conversation, George and Carl discuss the impact of 40 Strategy and 40 Accounting on business growth, client success stories, and the importance of workshops in fostering community and providing valuable insights. They explore the role of AI in the accounting industry and emphasize the need for human connection in a rapidly changing business landscape. The discussion also highlights future plans for community building and the significance of creating a supportive environment for business owners.Keywordsbusiness growth, accounting, client success, workshops, AI, community building, value creation, private equity, strategy, financial insightsChapters
2025-12-0442 min
Growth-Drive's Business Advisor Coffee KlatschCoffee Klastch 12-02-2025SummaryThe conversation covers a wide range of topics, including the use of AI in business workflows, the importance of self-reflection, and the challenges of implementing new technologies. Participants discuss the potential of AI as a research tool and thought partner, emphasizing the need for critical evaluation of AI-generated information. The session also touches on personal growth, strategic planning, and the value of meditation and self-awareness in professional development. The discussion concludes with reflections on personal achievements and the importance of maintaining a positive outlook.KeywordsAI, business workflows, self-reflection, technology challenges, research tool, thought...
2025-12-0358 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 11-25-2025SummaryThe conversation revolves around business strategies, AI's impact on financial services, and personal anecdotes about Thanksgiving traditions. Participants discuss the evolving role of AI in business, the importance of strategic planning, and the challenges of partner dynamics in business. The discussion also touches on personal experiences and cultural traditions, providing a blend of professional insights and personal reflections.Keywordsbusiness strategies, AI impact, financial services, strategic planning, partner dynamics, Thanksgiving traditions, personal anecdotes, evolving role of AI, cultural traditions, professional insightsChapters00:02:19 Introduction and Greetings00:03:53 AI's Impact on Business00:05:21...
2025-11-251h 00The Growth-Drive Hot SeatThe Growth-Drive Hot Seat: Process is Freedom–Building Scalable Businesses with Adi KlevitSummaryIn this conversation, George and Adi discuss the significance of process engineering in business, emphasizing how well-documented processes can lead to greater freedom for entrepreneurs, improved job performance, and a positive organizational culture. They explore the relationship between policies and processes, the impact of chaos in business, and the role of AI in enhancing efficiency. The discussion highlights the importance of commitment to implementing processes for achieving business growth and satisfaction.Keywordsprocess engineering, business processes, documentation, employee empowerment, organizational culture, policies, business growth, AI integration, job satisfaction, business valueChapters00:00...
2025-11-2538 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 11-18-2025SummaryThe conversation explores various themes around business growth, client relationships, and the importance of collaboration among professionals. It emphasizes the need for effective communication, understanding client needs, and building a culture of trust and support. Insights from industry conferences highlight the significance of networking and the role of trusted advisors in guiding clients through transitions. The discussion also touches on the dynamics of family offices and the emotional aspects of client relationships, culminating in reflections on key takeaways from the conversation.Keywordsbusiness growth, client relationships, collaboration, strategic capacity, emotional ROI, networking, trusted advisors...
2025-11-181h 03Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 11-11-2025SummaryThis conversation explores the dynamics of client communication, emphasizing the importance of managing expectations, setting boundaries, and prioritizing tasks effectively. The speakers discuss the role of email as a communication tool, the distinction between urgency and importance, and the necessity of establishing clear client relationships. They also highlight the value of collaboration within a professional community to enhance service delivery and client satisfaction.Keywordscommunication, client management, urgency vs importance, email etiquette, setting boundaries, client expectations, collaboration, community, advisory business, professional relationshipsChapters00:00 Introduction and Setting the Stage00:51 The Role...
2025-11-121h 02Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 11-04-2025Summary:The conversation revolves around business growth, strategic planning, and the importance of collaboration in achieving successful outcomes. Participants discuss the nuances of transaction value, the role of EOS implementers, and the significance of having a diverse team to provide multiple perspectives. The discussion also touches on personal experiences with business exits and the challenges of maintaining growth while planning for an exit.Keywords:business growth, strategic planning, EOS implementers, transaction value, business exits, collaboration, diverse team, strategic capacity, growth challenges, exit planningTakeaways:Transaction value is not just about the dollar...
2025-11-041h 06The Growth-Drive Hot SeatThe Growth-Drive Hot Seat: From Any Client to the Right Client: Redefining Business GrowthSummaryIn this conversation, Mike Garrison and George Sandmann discuss the importance of focusing on ideal client acquisition for business success. He emphasizes that successful entrepreneurs are particularly interested in strategies that allow them to attract and retain their ideal clients, which can significantly impact their business growth and profitability.Keywordsclient acquisition, ideal clients, business success, consulting, entrepreneurshipChapters00:00 Introduction to Referral Business Strategies00:37 Identifying Client Resources for Success
2025-10-2847 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 10-28-2025SummaryThe conversation delves into the pressing need for professionals in the services sector to adapt to market complexities and enhance their value proposition. It highlights the alarming trend of commoditization affecting a significant portion of the industry, urging professionals to leverage referrals and act swiftly to differentiate themselves.Keywordsmarket complexity, professional services, commoditization, value, execution, referralsTakeawaysThere is a critical need to think about market movement.Moving to more complexity can enhance value.Execution is key to being valued in professional services.A significant portion of...
2025-10-281h 04Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 10-21-2025SummaryThe conversation explores innovative business models, particularly consulting for equity, and the importance of aligning client engagement with strategic growth planning. The speakers discuss monetization strategies, the execution of plans, and the significance of building strong relationships with clients to facilitate successful outcomes. They emphasize the need for clear communication and adaptability in strategic planning, ensuring that plans are executable and tailored to client capabilities.Keywordsbusiness model, consulting for equity, monetization strategies, strategic growth planning, client engagement, execution, relationship managementChapters00:00 Introduction and Personal Updates01:15 Business Models and Acquisition...
2025-10-211h 01Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 10-14-2025SummaryThe conversation revolves around reflections on a recent summit, planning for future events, community engagement, feedback for improvements, sustainability of the conference, the role of AI in business, certification opportunities, and the future location of the conference. Participants share insights on the importance of networking, the need for profitability, and the value of in-person interactions.Keywordssummit, conference, networking, AI, business growth, community, certification, future events, feedback, engagementChapters00:00 Introduction and Initial Thoughts02:23 Reflections on the Recent Summit05:08 Planning for Future Events07:39 Community Engagement and Networking10:12 Feedback...
2025-10-1453 min
sandmann exklusivJetzt hat Trump seinen "War on Terror"Liebe Leserinnen und Leser,im Jahr 2021 veröffentlichte eine angehende amerikanische Juristin, damals Kandidatin für einen Doctor of Jurisprudence (J.D., Rechtswissenschaft) an der University of San Diego School of Law, eine Abschlussarbeit mit der Überschrift: Applying the “War on Terror” to the “War on Drugs:” The Legal Implications and Benefits of Recategorizing Latin American Drug Cartels as Foreign Terrorist Organizations. Die ungefähre Übersetzung: Anwendung des „Kriegs gegen Terror“ auf den „Krieg gegen Drogen“: Rechtliche Auswirkungen und Vorteile einer Neukategorisierung lateinamerikanischer Drogenkartelle als ausländische terroristische Organisationen.In ihrer Arbeit schrieb die damalige Studentin über die Par...
2025-10-0511 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 09/30/2025SummaryThis conversation delves into the critical aspects of exit planning, the transformative role of AI in business advisory, and the importance of networking and collaboration among professionals. The speakers share insights on understanding client needs, building trust, and leveraging personal branding for client acquisition. They also discuss the significance of strategic capacity and continuous learning in the advisory field, emphasizing the need for advisors to adapt to changing market dynamics.Keywordsexit planning, business advisory, AI, networking, collaboration, financial planning, strategic capacity, growth drive, personal brand, insurance productsChapters00:00 Introduction and...
2025-09-3052 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 09/23/2025SummaryIn this engaging conversation, the participants explore the themes of innovation, strategic thinking, and the importance of community in business advisory. They discuss personal practices that inspire creativity and the necessity of stepping back from daily pressures to gain clarity. The dialogue emphasizes the significance of building relationships and discipleship in fostering growth, both personally and within the community. The participants share their experiences and insights, culminating in a collective understanding of how to better serve clients and enhance their own practices.KeywordsGrowth Drive, business advisory, innovation, strategic thinking, community engagement, clarity breaks...
2025-09-301h 01The Growth-Drive Hot SeatStrategic Capacity: The Missing Metric in Business ValueSummaryIn this conversation, George Sandmann, the president and CEO of Growth Drive, discusses the importance of using the Growth Drive software suite to enhance client engagement and drive business growth. He emphasizes the significance of strategic capacity and business value analysis in conversations with clients, particularly in the context of wealth management and exit planning. The discussion covers how to effectively utilize the software for client discovery, analysis, and planning, ultimately aiming to educate clients about their business's value and growth potential.KeywordsGrowth Drive, strategic capacity, business value, client engagement, equity value planning...
2025-09-1826 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 09-16-2025SummaryThe conversation revolves around the importance of community, networking, and collaboration within the context of the upcoming summit. Participants share personal updates, discuss the significance of family, and highlight the value of engaging with peers in the advisory space. The summit is framed as a unique opportunity for learning and sharing best practices, with a focus on data-driven decision-making and the importance of personal branding. The discussion emphasizes the need for active participation and the benefits of building relationships within the community.Keywordscommunity, networking, growth drive, exit planning, personal brand, summit, collaboration, data-driven...
2025-09-161h 02
sandmann exklusivWhy Europe should worry about the dollarization of the world economyDear Readers,A few days ago, the British magazine “The Economist” ran the headline: “America’s economy defies gloomy expectations.” This headline sums up well the fact that some of the key data (e.g., the latest labor market figures) are not all that positive for the US economy, but that it also continues to prove itself to be fairly robust.Why is this the case? Why were even experienced economists wrong with some of their predictions (at least so far)?These are the questions I want to ask and answer in today’s special ed...
2025-09-1625 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 09-09-2025SummaryIn this conversation, George Sandmann and his guests discuss the importance of community engagement in business advisory, the role of AI in transforming sales processes, and the significance of personal branding. They explore how building confidence and competence in advisors can lead to better client relationships, and the challenges of transitioning from a personal brand to a business brand. The discussion also touches on the impact of ego in leadership, the necessity of accountability in achieving business goals, and the importance of setting ambitious goals to drive transformation.KeywordsGrowth Drive, business advisory, community...
2025-09-0959 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 09-02-2025SummaryThe conversation revolves around personal updates, professional guidance, and the importance of collaboration in business growth. Participants share insights on sales strategies, the significance of personal connections, and the impact of software updates on their work. They discuss the value of community engagement, identifying client needs, and the role of subject matter expertise in client acquisition. The dialogue emphasizes the importance of trust, effective partnerships, and the strategic use of websites in marketing efforts.Keywordsbusiness growth, collaboration, sales strategies, client relationships, software updates, marketing strategies, networking, personal connections, community engagement, subject matter expertise
2025-09-021h 01The Growth-Drive Hot SeatGrowth Drive Hot Seat: Advisors Who Create Magic: Turning Vision into Results with Tip QuilterSummaryIn this engaging conversation, George and Tip explore the intricate dynamics of business advisory, focusing on the themes of strategic growth, leadership expectations, and the realities of business valuation. They dissect the common misconceptions surrounding business exits, emphasizing the importance of being 'showroom ready' and the need for effective leadership to navigate the complexities of the market. The discussion highlights the significance of self-awareness and accountability in leadership, ultimately guiding business owners towards a more realistic and strategic approach to growth and exit planning.Keywordsbusiness advisory, growth strategy, leadership, business valuation, exit planning...
2025-08-2952 minThe Growth-Drive Hot SeatThe Growth Drive Hot Seat: Dr. Patricia Malone on Unlocking Business Value Beyond EBITDASummaryIn this conversation, Dr. Patricia R. Malone and George discuss the concept of strategic capacity as a fundamental driver of value creation in businesses. They explore how organizations can build their strategic capacity, the importance of de-risking, and empowering management teams to create transferable value. The discussion also touches on the significance of strategic planning, owner dependence, and the role of advisors in helping businesses achieve their goals. Ultimately, they emphasize the need for a strong culture and values to ensure long-term success and fulfillment for business owners.Keywordsstrategic capacity, value creation, business...
2025-08-2645 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 08-26-2025SummaryThis conversation explores various themes related to networking, meeting strategies, and leadership accountability within organizations. The speakers discuss the importance of follow-ups for meeting attendance, the impact of CEO workshops, and the necessity of increasing strategic capacity for business growth. They also delve into the dynamics of group interactions, the value of composite reports, and the ongoing need for leadership development. The discussion concludes with a comparison of EOS and other business systems, emphasizing the importance of tailored approaches to organizational success.Keywordsnetworking, conferences, meeting strategies, CEO workshops, strategic capacity, leadership, accountability, group...
2025-08-261h 05Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 08-19-2025SummaryThe conversation revolves around an upcoming CEO event in Lexington, Kentucky, focusing on networking, collaboration, and the integration of AI in business strategies. Participants discuss the importance of in-person interactions, workshop themes, and the value of sharing experiences to enhance client engagement and business growth. The dialogue emphasizes the need for a structured approach to workshops, the role of AI in improving business processes, and the significance of understanding various business models for future success.Keywordsbusiness growth, networking, AI integration, client engagement, workshop themes, value delivery, business models, collaboration, strategic capacity, financial planning
2025-08-1957 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 08-12-2025SummaryThe conversation explores the evolving landscape of client relationships, the role of AI in business, and the importance of accountability and human dynamics in consulting. Participants discuss strategies for effective client engagement, the significance of collaboration, and the upcoming Growth Drive Summit, emphasizing the need for adaptability in a rapidly changing environment.KeywordsAI, client relationships, business growth, accountability, strategic intent, consulting, collaboration, Growth Drive Summit, human dynamics, efficiencyChapters00:00 Introduction and Updates02:02 Exploring Client Relationships and Trust04:28 AI's Role in Business and Client Acquisition07:00 Workshop Planning for...
2025-08-121h 02The Growth-Drive Hot SeatThe Growth-Drive Hot Seat: Beyond the Ask: Building a Referral-Driven Process with Mike GarrisonSummaryIn this engaging conversation, George Sandmann and Mike Garrison discuss the importance of referrals, collaboration, and the dynamics of effective workshops. They explore the shift from traditional marketing methods to building strategic relationships and emphasize the significance of giving referrals. The discussion also highlights the upcoming Growth Drive Summit and the value of analog relationships in business growth.Keywordsreferrals, collaboration, business growth, workshops, networking, marketing, strategic relationships, accountability, turbo program, personal updatesChapters00:00 Introduction and Personal Updates02:34 Turbo Program Overview05:02 The Importance of Structured Referrals07:59 Reciprocity in...
2025-08-1149 minThe Growth-Drive Hot SeatThe Growth-Drive Hot Seat: Cracking the Code–Private Equity and the Middle Market with Bob DunnSummaryIn this conversation, George and Bob Dunn discuss the intricacies of middle market private equity, focusing on GF Data's role in providing valuable insights into valuations and market trends. They explore the importance of understanding market conditions, the impact of rollover equity, and the significance of having a strong senior leadership team. The discussion also touches on the evolving landscape of private equity, including the shift towards smaller transactions and the increasing sophistication of deal terms. Bob emphasizes the value of conducting quality of earnings assessments and the need for business owners to prepare for transitions, whether...
2025-08-0747 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 08-05-2025SummaryThis conversation explores various themes related to business management, including the transition from accounting to exit planning, and the importance of networking and collaboration. The speakers discuss the challenges business owners face in exit planning, the significance of client management, and the necessity of mitigating risks for business continuity. They emphasize the need for early planning and the art of listening to diagnose client needs effectively. The discussion provides valuable insights for consultants and business owners alike. The conversation delves into the nuances of growth conversations, emphasizing the importance of asking the right questions, building trust, and...
2025-08-051h 31Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-29-2025SummaryThe conversation explored various strategies for client acquisition, emphasizing the importance of live events, collaboration, and building a referral network. Participants shared insights on managing sales funnels, the role of content strategy, and the significance of personal relationships in business development. The discussion highlighted the evolving landscape of marketing, particularly the impact of technology and AI on client engagement and relationship management.KeywordsGPT, client acquisition, live events, networking, referral network, sales funnel, content strategy, business development, collaboration, workshopsChapters00:00 Introduction and Excitement for Custom GPT04:36 Client Acquisition Strategies and...
2025-07-291h 23Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-22-2025SummaryThe conversation covered various aspects of business valuation, focusing on the DCF (Discounted Cash Flow) method, insights from the AMAA conference, and the role of technology and AI in enhancing valuation processes. Participants discussed the importance of understanding market dynamics, key performance indicators, and the challenges faced in accurately valuing businesses. Networking opportunities and upcoming events were also highlighted, emphasizing the need for collaboration and knowledge sharing among professionals in the field.Keywordsbusiness valuation, DCF, AMAA conference, technology updates, networking, KPIs, AI in business, market dynamics, financial analysis, investment bankingChapters
2025-07-221h 09The Growth-Drive Hot SeatThe Growth-Drive Hot Seat: Why Owners Delay–and How to Break Through With Fletcher BrownSummaryIn this conversation, Fletcher Brown, CEO of the Business Enterprise Institute, and George Sandmann discuss the concept of owner-based planning, its evolution from exit planning, and its significance for business owners. Brown emphasizes the importance of helping owners grow their business value, minimize risks, and ensure continuity. The discussion also highlights the collaborative opportunities between advisors and the need for effective communication with business owners. Fletcher shares insights on the training and resources available for advisors to implement owner-based planning effectively.Keywordsowner-based planning, exit planning, business value, risk management, continuity, business owners, financial...
2025-07-1633 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-15-2025SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the integration of AI in business methodologies, and the potential for collaboration with law firms. The conversation also covers the creation of mastermind groups for business owners, updates on Growth Drive's software tools, and the significance of preparing businesses for eventual exits. The participants share insights on networking opportunities and the value of strategic planning in enhancing business growth.KeywordsGrowth Drive, business advisory, AI, community engagement, exit planning, software updates, mastermind groups, law...
2025-07-1659 minThe Growth-Drive Hot SeatThe Growth-Drive Hot Seat with Mike GarrisonSummaryIn this engaging conversation, Mike Garrison and George Sandmann discuss the evolving landscape of client acquisition, emphasizing the decline of email marketing and the importance of referrals as a marketing strategy. They explore the significance of accountability in client relationships, the role of AI in professional services, and the necessity of building authority through content creation. The discussion also highlights the upcoming Growth Drive Summit, focusing on networking opportunities and the differences between analog and digital marketing strategies. Ultimately, the conversation underscores the importance of nurturing relationships and understanding client capacity for successful business growth....
2025-07-0949 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-08-2025SummaryThis conversation explores various themes related to growing and managing advisory businesses. It covers technical issues, scheduling for reviews, strategies for growth, the importance of valuation, and the challenges faced by the accounting profession. The discussion emphasizes the need for effective management, networking, and collaboration among advisors, as well as the significance of understanding individual strengths in building a successful business.Keywordsadvisory business, growth strategies, valuation, intellectual property, scaling practices, networking, collaboration, business models, accounting profession, outsourcingChapters00:00Introduction and Technical Issues02:06C3D Review and Scheduling
2025-07-091h 00Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 07-01-2025SummaryThe conversation revolves around the development of use cases for the Growth Drive initiative, emphasizing the importance of collaboration, strategic planning, and understanding client needs. Participants discuss the distinction between use cases and case studies, the planning for an upcoming summit, and the value of community engagement in enhancing professional growth. The dialogue highlights the necessity of defining clear objectives and the role of each member in contributing to the collective success of the initiative.KeywordsGrowth Drive, Use Cases, Case Studies, Summit Planning, Client Acquisition, Strategic Capacity, Community Collaboration, Business Growth, Advisory Services...
2025-07-0254 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 06-17-2025SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, reflections on the AICPA Growth Forum, and the evolving role of technology and private equity in the accounting industry. The conversation also covers upcoming conferences, the integration of DCF models into software solutions, and the significance of tracking strategic capacity and financial performance. Additionally, the group explores the future of CFO software, updates on AI developments, and the importance of understanding deal terms in private equity investments.KeywordsGrowth Drive, AICPA, private equity, technology...
2025-06-1754 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 06-10-2025SummaryThis conversation explores the complexities of family-owned businesses, focusing on the dynamics of ownership, the challenges of transitioning leadership, and the importance of communication. The speakers share personal experiences and insights on navigating these issues, emphasizing the need for preparation and understanding individual goals within family businesses. This conversation delves into the complexities of succession planning in family businesses, emphasizing the importance of understanding the emotional dynamics at play. The speakers discuss the necessity of aligning business goals with personal aspirations, the challenges of family dynamics, and the role of feedback in fostering growth. They highlight the...
2025-06-1152 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 06-03-2025SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the sharing of resources, and the evolution of training and certification in the advisory space. The dialogue covers insights from recent conferences, the cultural shifts within accounting firms, and strategies for building trust and expanding client relationships. Participants share their experiences and strategies for navigating the complexities of advisory practices, emphasizing collaboration and the need for a proactive approach to client engagement.KeywordsGrowth Drive, business advisory, client acquisition, community support, CPA firms, networking...
2025-06-0355 minThe Growth-Drive Hot SeatFrom Strategy to Execution: How Firms Grow with Intention with Christine HollindenSummaryIn this conversation, George and Christine discusses the evolving landscape of the accounting industry, emphasizing the importance of strategic capacity, client needs, and the impact of private equity. She highlights new pathways to becoming a CPA, the significance of alternative practice structures, and the role of accounting firms in enhancing enterprise value. The discussion also touches on cultural shifts within the profession, the influence of AI, and the broader implications for job creation and community impact.Keywordsaccounting, strategy, private equity, CPA, business growth, advisory services, enterprise value, client needs, industry trends, cultural shifts
2025-06-0252 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 05-27-2025SummaryIn this conversation, George Sandmann and his guests discuss the role of AI in business consulting, emphasizing the importance of human interaction, the distinction between knowledge and wisdom, and the evolving landscape of the CPA profession. They explore how AI can enhance data management and decision-making but caution against over-reliance on technology without the human touch. The discussion highlights the need for trust in client relationships and the future of advisory services in a rapidly changing environment.KeywordsGrowth Drive, AI in business, consulting, business advisory, data management, CPA profession, human interaction, trust in...
2025-05-2757 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 05-20-2025SummaryIn this conversation, George Sandmann and his colleagues discuss the Growth Drive system, focusing on how business advisors can help clients achieve growth, value, and profitability. They explore the importance of strategic clarity, team alignment, and effective execution leadership in driving business success. The discussion also emphasizes the need for managing change and ensuring that all team members are engaged in the process of growth and improvement.KeywordsGrowth Drive, business advisory, strategic growth, team alignment, execution leadership, client engagement, business value, change management, leadership clarity, advisory communityChapters00:00Exploring...
2025-05-2150 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 05-13-25SummaryIn this conversation, George Sandmann and his guests discuss the importance of community in business advisory, the impact of AI on consulting practices, and the significance of intellectual property. They share insights from the Growth Drive Summit, emphasizing the need for thought leadership and client engagement. The discussion also highlights how AI can enhance business processes and the future of consulting in a technology-driven landscape.KeywordsGrowth Drive, business advisory, community engagement, AI in consulting, intellectual property, client engagement, business processes, future of AI, Growth Drive Summit, business valueChapters00:00...
2025-05-1353 minThe Growth-Drive Hot SeatThe Truth About Exit Planning: Why 83% of Owners Aren’t There YetSummaryIn this conversation, George discusses the importance of exit planning and growth strategies for businesses. He emphasizes that while exit planning is crucial, the real focus should be on growth and increasing strategic capacity. He explores the roles of different exit planning organizations, the advisory spectrum, and the need for businesses to become 'immortal' to maximize their value. The discussion also covers the seven elements of the business advisory process and introduces the concept of the 'seventh exit option'—the oil well, which allows businesses to thrive without necessarily selling. George concludes by inviting listeners to engage wi...
2025-05-0736 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 05-06-2025SummaryIn this conversation, George Sandmann and his colleagues discuss the intricacies of business advisory services, focusing on client engagement, strategic intent, and the importance of understanding unique business structures. They explore the concept of 'secret sauce' in business valuation and the emotional aspects of transitioning from business ownership. The discussion also highlights the need for a sense of belonging among business owners and the potential for encore careers for successful CEOs.KeywordsGrowth Drive, business advisory, strategic intent, client engagement, business valuation, secret sauce, belonging, encore careers, unconventional business structures, private equity...
2025-05-0745 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 04-29-2025SummaryIn this conversation, the participants discuss the challenges and strategies involved in business advisory, particularly focusing on the Growth Drive system. They explore client engagement, the importance of referrals, and the need for businesses to reinvent themselves to overcome growth plateaus. The discussion also highlights the role of CPAs in the advisory process, the barriers to strategic thinking among business owners, and the significance of co-marketing efforts to fill service gaps. Overall, the conversation emphasizes the need for effective communication, strategic questioning, and collaboration to drive business success.KeywordsGrowth Drive, business advisory, client...
2025-04-3049 minThe Growth-Drive Hot SeatFA Exit Planners + Growth Advisors = WINSummaryIn this episode of The Business Advisor Hot Seat, George Sammann discusses the importance of collaboration between wealth advisors and growth advisors in the context of exit planning. He emphasizes the role of wealth advisors in helping business owners achieve their financial goals and the necessity of understanding strategic capacity and business value. The conversation highlights the benefits of early engagement in planning, risk mitigation, and maximizing sale proceeds, ultimately leading to shared success for all parties involved.KeywordsGrowth Drive, Wealth Advisors, Exit Planning, Business Value, Strategic Capacity, Collaboration, AUM, Risk Mitigation, Financial...
2025-04-2431 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 04-22-2025SummaryIn this conversation, George Sandmann and various speakers discuss the intricacies of business advisory, focusing on the importance of proper discovery, the challenges faced by value advisors, and the need for collaboration among specialists. They emphasize the emotional aspects of client relationships and the necessity of building trust and vulnerability. The discussion also touches on the significance of case studies and community collaboration in enhancing advisory practices, culminating in planning for the upcoming Growth Drive Summit.Keywordsbusiness advisory, client relationships, value creation, discovery process, generalists vs specialists, trust, vulnerability, emotional intelligence, case studies...
2025-04-2353 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 04-15-2025summaryIn this engaging conversation, George Sandman and his team discuss the importance of community engagement within the Growth Drive network. They explore the upcoming Growth Drive Summit, emphasizing collaboration, workshops, and the significance of understanding buyer preferences. The discussion also highlights the value of niche specialization and the role of AI in enhancing business advisory services. Key takeaways include the necessity of discovery in client relationships and the power of collaboration in achieving success.keywordsGrowth Drive, business advisory, community engagement, collaboration, workshops, market insights, buyer preferences, niche specialization, AI, human intelligence...
2025-04-1549 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 04-08-2025SummaryThe conversation revolves around the Growth Drive community, emphasizing the importance of being net givers, focusing on client engagement, and the need for financial advisors to differentiate themselves in a competitive marketplace. The speakers discuss the significance of maintaining control over one's business, the impact of happiness on success, and the value of vulnerability in building trust within the community. They also highlight the importance of proactive referral strategies and the need to understand client needs to foster long-term relationships.KeywordsGrowth Drive, advisory business, community building, client engagement, referrals, financial advisors, happiness, sales...
2025-04-1052 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 04-01-2025SummaryIn this conversation, George Sandman and his colleagues discuss the integration of AI into business advisory services, emphasizing its potential to enhance client services and drive growth. They explore the importance of strategic capacity, EBITDA, and multiples in determining business value, while also addressing the challenges of unlocking trapped value and the role of leadership in achieving business success. The discussion highlights the interconnectedness of various business operations and the need for effective communication with clients to demystify complex concepts. Case studies and industry nuances are also considered as valuable tools for understanding and improving business performance.
2025-04-021h 03Growth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 03-25-2025SummaryThe conversation delves into the complexities of client demand, referral systems, and the sales function, emphasizing the importance of innovation and market disruption. Participants discuss strategies for identifying ideal clients, the significance of triage in client selection, and the potential of performance fees to enhance client commitment. The dialogue also highlights the necessity of understanding client acquisition costs, value-based pricing, and the importance of process in maintaining effective client relationships. Overall, the discussion underscores the need for consultants to adapt to changing market conditions and to focus on delivering high value to clients.Keywords...
2025-03-251h 00The Growth-Drive Hot SeatGeorge explores Referral-Driven Sales Process with Mike GarrisonSummaryIn this podcast, Mike and George delve into the critical issue of owner dependence in businesses, discussing its implications on valuation, sales processes, and overall business success. They explore how owner dependence can hinder growth and create challenges in the market, particularly in the financial services sector. The discussion emphasizes the importance of strategic capacity and the need for businesses to evolve beyond their owners to achieve sustainable growth and value.KeywordsOwner dependence, sales process, business valuation, strategic capacity, financial services, client experience, business growth, advisory business, market trends, business ownership...
2025-03-2515 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 03-18-25SummaryIn this conversation, George Sandman and his colleagues discuss various strategies for enhancing client engagement and communication within the Growth Drive framework. They explore the importance of clarity in client interactions, effective documentation of business goals, and the balance between advisory and execution roles. The discussion also emphasizes the need for structured onboarding processes and the significance of aligning team members and external resources to achieve strategic objectives. Throughout the conversation, participants share insights on navigating client expectations, facilitating effective discussions, and identifying core business issues that impact overall performance.KeywordsGrowth Drive, business...
2025-03-1949 minGrowth-Drive's Business Advisor Coffee KlatschGrowth-Drive Coffee Klatsch 03-11-2025SummaryThe conversation revolves around the themes of building a profitable advisory business, the future of financial planning, strategic planning, and the role of growth advisors. The speakers discuss the importance of educating business owners, crafting effective messaging, and guiding clients through their growth journey. They emphasize the need for collaboration and strategic planning to enhance the value of businesses and prepare for future transitions.KeywordsGrowth Drive, financial planning, advisory business, strategic planning, exit strategies, business growth, client education, messaging, guided conversations, pipeline buildingTakeawaysThe in-person summit...
2025-03-1257 minGrowth-Drive's Business Advisor Coffee KlatschCoffee Klatsch 03-04-25Summary: In this week's conversation George Sandman, founder and CEO of Growth Drive, discusses the importance of business advisory, community networking, and strategic planning for business owners. The conversation covers the enhancements in the C3D course, the significance of exit planning, and the role of mentorship in guiding business owners. Additionally, the discussion highlights tax strategies and the need for business owners to start planning early for their exit. The participants share insights on understanding client needs and the evolving future of business advisory.Takeaways-Growth Drive is a community focused on business advisory.-Networking...
2025-03-041h 06
Growth-Drive's Business Advisor Coffee KlatschGrowth-Drive Weekly Coffee Klatsch 02-25-2025Summary: The conversation revolves around the C3D course, its structure, content, and the importance of community engagement and mentorship in the learning process. Participants discuss the emotional aspects of client interactions, the significance of understanding client motivations, and strategies for effective engagement. The dialogue emphasizes the need for practical application of knowledge and the value of peer support in professional growth.Takeaways-The C3D course is designed to enhance business growth methodologies.-Community engagement is crucial for effective learning and support.-Understanding client motivations is key to successful advisory relationships.-Emotional connections...
2025-02-2757 min
The Growth-Drive Hot SeatTransforming Accounting: From Bean Counters to Strategic Advisors with Growth-Driver Carl J. Cox of 40AccountingSummary: In this episode, George speaks with Carl J. Cox, founder of Forty Accounting and Forty Strategy, about the evolving role of CPAs in strategic planning and business advisory. They discuss the importance of looking forward rather than backward, the impact of tariffs on global manufacturing, and the necessity of cash flow management. Carl shares insights on the launch of Forty Accounting and the need for strategic partnerships in the accounting industry. The conversation emphasizes the importance of validating strategic decisions and the shift towards a more advisory role for accountants.Takeaways-CPAs need to evolve from...
2025-02-2741 minThe Growth-Drive Hot SeatExit Planning and Unlocking the Freedom Point with Greg Maddox of Cultivate AdvisorsSummary: In this engaging conversation, George and Greg delve into the concept of the 'Freedom Point' in business, exploring how business owners can achieve a lifestyle that allows them to work on their own terms. They discuss the importance of understanding the wealth and value gaps that exist for business owners, the emotional implications of not reaching one's freedom point, and the necessity of creating a holistic business plan that aligns personal and business goals. The conversation emphasizes the need for strategic intent, leadership, and data-driven decision-making to create a thriving business that offers freedom and control.Takeaways
2025-02-1944 minThe Growth-Drive Hot SeatPrivate Business is the Engine for the Pursuit of HappinessSummaryIn this conversation, George Sandman passionately discusses the importance of capitalism and private business as the driving force behind the pursuit of happiness. He reflects on the role of private enterprise in democracy, the need for wealth democratization, and the impact of successful businesses on communities. Sandman emphasizes the necessity of transparency in business operations and the responsibility of business advisors to help clients grow strategically. He concludes with a vision to end poverty and create a thriving economy through effective business practices.TakeawaysCapitalism, while not perfect, is the best system...
2025-01-2225 minThe Growth-Drive Hot SeatConvo with Growth-Drive 2024 Member of the Year Mike DesiatoIn this conversation, George Sandmann introduces Mike Desiato, Growth-Drive's Member of the Year. Desiato discusses his journey from public accounting to becoming a business transition specialist focused on exit planning. He emphasizes the importance of helping business owners prepare for their exit and maximize the value of their businesses. The discussion covers the significance of collaboration among advisors, the concept of creating an immortal business, and the future of advisory services in the context of exit planning.
2025-01-1440 minThe Growth-Drive Hot Seat*New* 5-Year M&A Price ProjectionIn this conversation, George from Growth Drive discusses the importance of strategic capacity in business growth and value. He introduces the C3D certification for business advisors and explains how the Equity Value Planner can help clients understand their business's worth and potential for growth. The discussion emphasizes the role of technology in analyzing business value and the emerging profession of growth advisors. George provides actionable insights on maximizing business value through strategic capacity and growth scenarios, concluding with a call to action for feedback and engagement.
2025-01-1018 min
Lake Protectors5 | Safety vs Water Quality: Finding a Balance with Chris NavitskyWelcome back and Happy New Year, Lake Protectors! This week, we are joined by Chris Navitsky, the Lake George Waterkeeper, to talk about road salt and the impact it has on water quality. While road salt is necessary for safety, excessive use leads to environmental problems, including chloride accumulation in water, which disrupts lake turnover, harms aquatic life like zooplankton, and affects local infrastructure. Join us as we chat about the LGA’s Science to Solutions approach and community efforts that are making a real difference in the fight to protect Lake George and beyond. We will also hear fro...
2025-01-0857 min
Can I Borrow Your Car?George Sandmann, Founder & CEO of Growth-Drive Mike Garrison: Welcome to the Why Should I Refer You? There were different titles that were explored early in the process of this podcast. George was involved in those. But we decided this is the safe one. And so, George, you can insert expletive wherever necessary in the statement. But Mike Garrison: the reality is is, you're a great guest to have on this. The oracle of growthology, I believe. Mike Garrison: was the was the the title that you refer to yourself by so real quick. Introduce yourself to...
2024-12-2034 minThe Growth-Drive Hot SeatThe Crazy EightsSummaryIn this conversation, George discusses the 'Crazy 8s"- critical elements for business growth, emphasizing the need for firms to embrace change, innovate, and build strong brands. He introduces the concept of 'burning the boats' to signify the necessity of committing to transformation. The discussion covers the importance of customer satisfaction, sustainable growth, and the creation of transferable business value, culminating in the significance of the brand as a reflection of a company's culture and values.TakeawaysYou need to burn the boats to embrace change.High customer satisfaction is essential...
2024-12-0432 minThe Growth-Drive Hot SeatForbes Books CMO about Promoting your Authority with Clients & COIsSummaryIn this conversation, George and Beth LaGuardia Cooper discuss the multifaceted journey of publishing with Forbes Books, emphasizing the importance of maintaining control over one's narrative and the strategic advantages of building authority through publishing. They explore the writing process, the role of media in establishing credibility, and the significant return on investment that comes from publishing a book. The discussion also touches on future initiatives and events that Forbes Books is planning to enhance their offerings.
2024-11-1942 minThe Growth-Drive Hot SeatUnlocking Business Success with 90.io 11-12-24SummaryIn this conversation, George and Brandon Snyder discuss the significance of business operating systems, particularly focusing on 90.io, a platform designed to help businesses implement effective strategies. They explore the challenges of exit planning, the importance of advisors in preparing businesses for sale, and the role of transparency in fostering accountability and collaboration within organizations. The discussion emphasizes the need for early engagement in exit planning and the transformative impact of adopting a structured approach to business management. In this conversation, Brandon Snyder and George discuss the importance of building strategic partnerships to enhance client success...
2024-11-1245 minThe Growth-Drive Hot SeatLeading Exit 'Doer' Shares Secrets for Successful OutcomesSummaryIn this conversation, the speakers delve into the intricacies of exit planning and strategic business growth. They emphasize the importance of asking the right questions to uncover root causes of business challenges, the need for effective design and execution of plans, and the value of hybrid solutions in exit strategies. The discussion also highlights the evolving role of exit planning as a critical component of overall business strategy, focusing on building resilient and transferable businesses that can withstand market fluctuations. The speakers share insights on the future of exit planning, the significance of stakeholder awareness, and...
2024-11-0654 minThe Growth-Drive Hot SeatDelivering Successful Exits: M&A VersionSummaryIn this conversation, Rob Waring and George discuss the intricacies of business transactions, focusing on understanding client intent, the realities of selling a business, and the importance of strategic planning. They emphasize the need for business owners to prepare for life after a sale and the significance of finding the right capital partner. The discussion also covers navigating offers and letters of intent, the importance of storytelling in business valuation, and providing advice for business advisors working with clients looking to sell their businesses.Key TakeawaysIt's important to understand what clients...
2024-10-2445 minThe Growth-Drive Hot SeatThe Art of Tax Strategies in Business ExitsSummary: In this conversation, George Sandmann and Jeff Getty discuss the intricacies of exit planning, tax strategies, and the importance of collaboration among advisors. Jeff shares his journey from law school to becoming a transaction advisory expert, emphasizing the need for early tax planning and the benefits of qualified small business stock (QSBS). They explore the dynamics of working with clients and other advisors, highlighting the significance of due diligence and leveraging technology in advisory services. The discussion culminates in the importance of creating a long-term relationship with clients and the need for customized advisory services to ensure successful...
2024-09-1742 minThe Growth-Drive Hot SeatA Successful Exit From Both Sides Of The TableSummary Deborah Everson shares her journey of turning around a struggling retail business and successfully exiting it. She emphasizes the importance of maximizing transferable business value and creating options for clients. Deborah and her husband went through a two-year process of preparing their business for sale, including updating inventory, improving systems, and getting their finances in order. They successfully sold the business and ensured that it remained a hardware store in their community. Inspired by their own experience, Deborah now helps other small businesses increase their value and plan for a successful exit.Keywords
2024-09-0439 minThe Growth-Drive Hot SeatBonus Session! The Kumbaya Lie: Why Advisors Don't CollaborateSummary: In this conversation, George discusses why advisors give each the Heisman and so set themselves to fail at delivering client wins. He highlights the challenge of the 'kumbaya lie' and the lack of interest from wealth advisors in working with business advisors. George emphasizes the importance of trust and collaboration between the two groups and proposes a pledge to increase trust and coordination. He also introduces Growth Drive and its certification program, C3D, as tools to facilitate collaboration and provide a common language and guiding principles for advisors.Takeaways-Collaboration between business advisors and wealth...
2024-08-3123 minThe Growth-Drive Hot SeatSummit Preview: the Senior Leadership Brain TrustSummary: In this killer roundtable with The Senior leadership Brain Trust of Elene Cafasso, Phil Gafka and Larry Prince we dive into the importance of effective senior leadership in driving business growth and success. The Trust highlights the need for alignment, engagement, and clear direction within the leadership team. They discuss the distinction between leadership and management, with leaders focusing on setting goals and working with people, while managers focus on tasks and processes. The conversation also touches on the role of leadership in building resilience and navigating uncertainty, as well as the importance of creating a people plan...
2024-08-2739 minThe Growth-Drive Hot SeatT3 'Think Tanks for Exiting Business Owners'Summary: Vincent Mastrovito, an expert in exit planning, discusses his new T3 think tanks for business owners and next-generation leaders. These virtual think tanks provide a platform for owners to monetize their businesses and transition smoothly, while also helping next-generation owners move into leadership roles and learn how to execute. The think tanks also offer networking opportunities and collaboration with like-minded individuals. Vincent emphasizes the importance of exit planning and the impact it has on the community. He shares stories of successful and unsuccessful transitions and highlights the need for education and discussion among business owners....
2024-08-2040 min
The Growth-Drive Hot SeatPhD in Strategic Capacity: Dr. Patricia MaloneSummary: In this episode, George and Dr. Patricia Malone CPA CEPA CMA C3D discuss the concept of strategic capacity and its importance in business advising. Patricia -who holds a PhD in Strategic Capacity!- explains that strategic capacity is a deeply embedded capability for organizations to think and function strategically and build the capacity to reach their mission, vision, and goals. They also discuss the role of culture in strategic capacity and the importance of values in driving behavior and creating a positive work environment. Patricia introduces the SOAR framework, which stands for Strengths, Opportunities, Aspirations, and Results...
2024-07-3147 minThe Growth-Drive Hot SeatWinning! The Power of a Referral Sales Strategy with Mike Garrison (He's #1)Summary: In this episode George interviews Mike Garrison, THE expert in building strategic client introductions through referral-based business development. Mike is also CEPA of the Year 2024 - learn why (hint: he is a giver). We discuss the importance of engaging with COIs (Centers of Influence) and the common mistakes people make when seeking referrals. Mike emphasizes the need for a strategic approach to referrals and highlights the power of collaboration and reciprocity in building successful referral networks. In this conversation, Mike Garrison and George discuss the importance of building relationships and leveraging referrals in business development. They emphasize the...
2024-07-161h 00The Growth-Drive Hot SeatMaximizing Shareholder Value through Strategic IntentSummary:In this episode, the participants discuss the fundamental role of the CEO and how the connection between the CEO and shareholders can be summarized. They explore the concept of strategic intent and the importance of clarifying the value that must be reached. The conversation also touches on the interplay between shareholder and stakeholder value, the need for annual and quarterly meetings to set and communicate strategic intent, and the role of the CEO in articulating and leading the execution of the strategy.Keywords: CEO, shareholders, strategic intent, clarify, value, stakeholder value, annual meetings, quarterly...
2024-07-1023 minThe Growth-Drive Hot SeatExecutive Roles and Accountability to Growing Profits & ValueSummary: The conversation discusses the four broad accountability categories within an organization: executive, finance, operations, and revenue. Each category has a fundamental role that contributes to maximizing shareholder value and growing profits. The CEO's role is to define the vision and mission of the business, while the CFO focuses on financial reporting and strategy. The COO is responsible for creating efficient and sustainable processes, and the CRO aims to maximize revenue growth. The conversation also highlights the importance of collaborative accountability among the senior leadership team.Takeaways-There are four broad accountability categories within an organization: executive...
2024-07-0317 minThe Growth-Drive Hot SeatBeReady Exits: Delivering Successful ExitsSummary: BeReady Exits is a virtual firm that specializes in business exit planning. The founders, Anna Halaburda, John Carter, and Kelly Malaga-LaCarter, bring decades of experience in various fields such as accounting, law, finance, and HR. They collaborate with other professional advisors to provide a comprehensive and holistic approach to exit planning. The firm focuses on delivering successful outcomes for business owners by helping them make informed decisions about their exit strategies, grow the value of their businesses, and navigate the complexities of the transaction process. The Be Ready process is highly collaborative and emphasizes the client's experience and...
2024-06-2549 minThe Growth-Drive Hot SeatThe Impacts of Ai on Business AdvisingSummary: In this episode, George interviews Benjamin Bohman, the founder and CEO of Stratisheild, about the role of AI in business advising. They discuss the importance of understanding the why behind implementing AI and the need for businesses to tell a story about their technology. They also explore the potential of AI in revolutionizing the business advising industry, particularly in analytics and data analysis. Benjamin emphasizes the importance of clean and coherent data and the ability of AI to identify anomalies and make proactive decisions based on external data sources. They also touch on the ethical considerations of AI...
2024-06-1940 minThe Growth-Drive Hot SeatAi Narrates the Preface of George's Book; The 2024 SummitSummary: This episode is the Preface to George's Book and discusses the importance of business advisory and the middle market in the United States. It emphasizes the need for guidance and support for private businesses to understand and improve their strategic capacity. The conversation highlights the role of business advisors in helping businesses grow and attract capital. It also explores the market of business advisors, including CPAs, management consultants, and CFPs. The episode concludes by emphasizing the goal of building a thriving advisory business based on delivering client results.Takeaways-Private businesses in the middle market generate...
2024-06-0512 minThe Growth-Drive Hot SeatEnterprise-Level Expertise in Growth Market Settings: Tim Martin of JACO AdvisorsSummary: The conversation with Tim Martin CEPA of JACO Advisors covers a wide range of topics, including enterprise-level leadership, strategic planning, execution, risk management, equity value planning, and the impact of transparency and collaboration on business success. The discussion also delves into the importance of personal succession planning, business continuity, and the role of advisors in creating successful exits. Additionally, the conversation explores the growth and expansion of a side hustle business in the golf industry, highlighting the practical application of enterprise-level expertise in a smaller business setting.Keywords: enterprise leadership, strategic planning, execution, risk management, equity value...
2024-05-2945 min
The Growth-Drive Hot SeatAdvisor Biz Dev: Collaborating with COIs, with guest Chad Connery of Peak Business AdvisorsIn this conversation Growth-Driver Chad Connery of Peak Business Advising discusses the importance of centers of influence (COIs) in sales and marketing. We discuss the need for Business Advisors to use a sales process and the value of collaboration with COIs. Chad shares examples of successful collaborations and highlights the importance of trust, transparency, and clarity in these relationships. The main takeaway from the conversation is the impact of having a well-defined sales process when collaborating with COIs.
2024-05-2442 minThe Growth-Drive Hot SeatTop Family Business Expert on Growing and Exiting a Family BusinessSummary: Barry Goodman, an exit planner for family-held businesses, shares his expertise on helping families determine the next steps for their businesses. He emphasizes the importance of having a purpose in life after selling a business and avoiding the negative impact of family conflicts. Goodman specializes in working with family businesses and highlights the need for alignment among family members and senior leadership. He also discusses the role of wealth advisors and insurance advisors in the process and the challenges of managing diverse goals and objectives within a family business. Goodman shares a case study of successfully selling a...
2024-05-1537 minThe Growth-Drive Hot SeatBusiness Growth & Exit MASTER: John Fulwider PhD CEPASummary: In this conversation, George interviews John Fulwider, a business advisor with extensive experience using top systems like EOS(r) and Pinnacle Guides(r). They discuss the importance of working with coachable business owners who have big dreams and a desire for growth. They also explore the limitations of traditional business operating systems (BOS) and the need for a quantitative model of business growth. John introduces the concept of a business as a stock car with three V8 engines representing the profit, revenue, and value dimensions of growth. They also discuss the idea of growing, exiting, and repeating as...
2024-05-0146 minThe Growth-Drive Hot SeatBusiness Psychology and Family Business Transformation with Dr. Allie TaylorSummary: Dr. Allie Taylor, a business psychologist, specializes in working with family businesses and helping them navigate the challenges that come with multi-generational dynamics. She is often brought in when families hit roadblocks and need additional support. One common issue she sees is the emotional dynamics within families, as families are first and foremost emotional units. Artificial harmony, where people suppress their true emotions to maintain peace, is a common challenge. Dr. Taylor shared a case study of a family business that was struggling with succession and experienced conflict and communication breakdowns. Through her intervention, the family was able...
2024-04-2441 minThe Growth-Drive Hot SeatTrailer for Growth-Drive's Business Advisor Hot Seat PodcastTrailer taken from my conversation with Strategic Visionary and Author of 'Lost at CEO' Carl J Cox, CEO of 40 Strategy. Carl is a Growth-Driver who is typically hired by Private Equity Groups and CEOs to get businesses unstuck and deliver growing profits & value.
2024-04-2301 minThe Growth-Drive Hot SeatStrategic Visionary and Author of 'Lost at CEO' Carl J CoxSummary: In this episode, Carl J. Cox discusses his expertise in strategic planning and implementation. He explains how most organizations spend very little time on strategy and how even hiring big firms like McKinsey doesn't guarantee successful implementation. Carl shares his experience working with small to medium-sized businesses and private equity firms to design and implement strategic plans. He introduces his company, 40 Strategy, and their captain strategy methodology. He also highlights the value of using data-driven tools like Growth Drive to assess and prioritize strategies that can increase the value of a business. The conversation explores the importance of...
2024-04-1747 minThe Growth-Drive Hot SeatLeadership, Authenticity and Transparency with Former NFL Player and Motivational Speaker Marques OgdenSummary: In this episode, George Sandmann interviews Marques Ogden, a motivational speaker and former NFL player, about the power of authenticity in business. Marques shares his personal story of losing everything and rebuilding his life, emphasizing the importance of being authentic and transparent in leadership. They discuss the parallel between authenticity and vulnerability in business and the need for personal accountability. Marques also talks about his consulting work and how he helps clients execute their vision. The conversation concludes with a focus on future plans, including expanding their coaching and consulting programs.Takeaways: -Authenticity and transparency are k...
2024-04-0530 min